M Holdings Securities Inc. (M Securities)
A subsidiary of M Financial Group
1125 N.W. Couch St.
Portland, OR 97209
Clearing firm: Charles Schwab, Pershing LLC
No. advisers: 830
No. franchises: 180
Year founded: 2000
Year end: Dec. 31
No. of retail offices: 178
Recruitment & Staffing
|No. of reps||830||856||862|
|No. of producing reps||543||558||561|
|No. of reps producing $100K-$499K /year||182||163||164|
|Total revenues: Other||$6,350,754||$3,200,208||$3,106,318|
|Total account assets||$36,500,000,000||$34,042,891,000||$33,944,166,974|
|Total account assets: Other||$33,660,000,000||$29,614,528,000||$29,555,192,974|
|Average assets per rep||$43,975,904||$39,769,732||$39,378,384|
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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